Operator of

Macedon Ranges Community Enterprises Ltd

Banking is our business | Community is our purpose

Spring 2020 Community Investment Application

Deadline: September 30, 2020 All applications must be emailed to mrcepublicrelations@gmail.com

by the stated deadline. Late applications will not be accepted.

Eligibility Not-for-profit community groups open to the public that meet the below criteria are eligible to apply for community investment. 1. Group actively banks at Community Bank Gisborne & District2. Group regularly meets or holds events in postcode 3437, 3431, 3438, 3440 or 3441 and has significant membership from this area3. Group meets and holds events outside postcodes 3437, 3431, 3438, 3440 and 3441 but draws members from Gisborne and district as it provides a service or benefit that is not available in postcodes 3437, 3431, 3438, 3440 or 34414. The responsibility for funding the community group’s service or facility is clearly not solely the responsibility of the government (any level) or a business enterprise5. Group has an ABN or an Incorporation Number, or is auspiced by one that does. Contact us if this is an issue. Groups that are uncertain of their eligibility are asked to contact mrcepublicrelations@gmail.com before completing an application. Political and religious organisations are also requested to confirm eligibility of their project before submitting an application

Selection criteria Our Community Investment Program is usually significantly over-subscribed and we are unable to support every application. Factors taken into account during the review process include:

1. The benefit of the group’s activities or project to the Gisborne and district community(residents of postcodes 3437, 3431, 3438, 3440, 3441)

2. The opportunities offered to drive awareness of Community Bank Gisborne & District and its products and services in postcodes 3437, 3431, 3438, 3440, 3441

3. New awareness of and business to Community Bank Gisborne & District as a result of previous community investment (if applicable)

4. Completion of acquittal form for previous community investment received and relationship with branch around project

Important information

• Applicants are encouraged to gather additional support, both in kind and financial, and attach any otherinformation that demonstrates community support for your project, event or program

• Applications made are to be inclusive of GST• Applications of $500 or more please include relevant quotes to support the project• Community investment applications for $5000 or more will be assessed and, if deemed appropriate, a

further Board presentation will be required to enable a more detailed review of the project before adecision is made regarding community investment

• All applications will be assessed by the Board of Macedon Ranges Community Enterprises Ltd whosedecision will be final

• All successful applicants will be required to assist with the promotion of Community Bank Gisborne &District

Who is applying?

Community Group Information

Spring 2020 Community Investment Application All applications must be typed into this document and emailed to mrcepublicrelations@gmail.com

by the stated deadline. Late or handwritten applications will not be accepted.

Text

Community Group Name

Group bank account at Community Bank Gisborne & District

Location of Group Activities

Group ABN / Incorporation Number, or Auspice details*

If your group is being auspiced for this project, provide Auspice Name, ABN & contact details here and ATTACH a Confirmation of Auspice letter

Is your group registered for GST?

Group Overview, including:

- how COVID-19 has impacted

your group

- your group's biggest

challenges in the next 6-12

months

Number of members and estimated number of people your group involves in the community Does your group pay any administrative staff or organisation members?

COMMUNITY

Previous community investment received from Macedon Ranges Community Enterprises

Demographics of local population that attend group events

Previous community investment received by applying group:

(Year - $ - Project - Acquitted Y/N)

Fundraising activities conducted by your group in last year and $ raised

Current sponsors

Applicant Contact Information

Applicant name

Role in community group

Phone number

Email address

Postal address

Secondary Contact of Community Group

Name

Role in community group

Phone number

Email address

☐

How we can help you? – please complete A or B in this section

A) Grant for a Community Project A grant is funding to assist your group to acquire a specific product or service

Project

Project timing

Project venue

Project objective

Total project cost

Project cost provided by group by type (savings, income, fundraising, in-kind, other)

Other grants received for project

Community investment amount sought (itemise major items)

Please attach to application for a Community Project: Recent group financials. If you don’t have regular financial statements, please attach the Treasurer’sReport presented at the group’s last Annual General Meeting.

If you are requesting community investment less than $5000: Continue to Section D If you are requesting community investment of $5000 or higher: Continue to Section C then D

☐

B) Sponsorship of Community Program or Event Sponsorship is general funding to support your group to deliveran activity or service. It can be specific to a part of an activity or service.

Program/event

Program/event timing

Program/event venue

Program/event objective

Main program/event activities

Expected participation / attendance

Total cost of program/event

Group contribution to program/ event cost, by type (savings, income, fundraising, in-kind, other)

Other grants/sponsorships received for program/event

Community investment amount sought (5itemize major items)

Please attach to application for Sponsorship: Recent group financials. If you don’t have regular financial statements, please attach the Treasurer’sReport presented at the group’s last Annual General Meeting.

If you are requesting community investment less than $5000: Continue to Section D If you are requesting community investment of $5000 or higher: Continue to Section C then D

C) Additional information required for applications of $5000 or higher

Please outline how your project meets the following points.The project is urgently needed by our community

The project will benefit a significant portion of our community for years to come

All relevant groups have been involved in the planning and indicated their support

The project or project phase can be successfully implemented within the budget and timing proposed

continued over page...

☐

☐ ☐ ☐ ☐ ☐

Alternate sources of external funding have been explored and requested. Please list other external funding and $

Due diligence and proper governance have been applied to the project design and management

The partnership with the bank and any commitments made will be maintained for the full project period

Please attach to applications requesting $5000 or more: Project master plan (if applicable) Project timeline including stages and dependencies Project budget and funding plan including in-kind contributions provided Letters of Support of project from all relevant stakeholders and/or authorities List of project committee members and roles Group financials for last two years (if applicable). If you don’t have regular financial statements, please attach the Treasurer’s Report presented at the group’s last two Annual General Meetings

Continue to Section D

D) How can you help us?This section must be completed by all applicants

Our Community Investment Program is made possible by customers banking at Community Bank Gisborne & District. The more our business grows, the more community investment we can provide. A strong community group-branch partnership can make great things happen in our community.

Partnering with Community Bank Gisborne & District Please outline any opportunities you can provide to encourage banking at Community Bank Gisborne & District to members of your community group and beyond.

Informing group members about how Community Bank Gisborne & District supports your group, the community, and the products and services it provides

Recognition of branch support on group’s online tools (social media, website, team app, etc.)

Branch representative(s) speaking at group meeting or event

Bank signage on project (includes naming rights)

Bank signage at group venue

Raising awareness of your project and the branch’s support to the broader local community

Other

Thank you for applying to our Community Investment Program. All applicants will be contacted via email within two months with the result of

their application.

Applicants requesting $5000 or more: Shortlisted applicants will need to present their project to the Board of

Directors in November or December 2020 before a decision on their application is made. This may involve the request of additional information on the project or

applying organisation.

All successful applicants will need to attend a Partnership Meeting in November or December 2020 and sign an agreement with Macedon Ranges

Community Enterprises before funds are disbursed.

PRIVACY Macedon Ranges Community Enterprises Ltd ABN 57 130 493 499 who own and operate Community Bank Gisborne & District will collect, hold and use your personal information to assess your application and respond to your request. Your information may be shared with Bendigo Bank and organisations that carry out functions on behalf of Bendigo Bank. For information on how we handle your personal information or how you can access it please read our Privacy Policy www.bendigobank.com.au. Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879.

community